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Ares Management
ARES

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
601
Wedmont Private Capital
Pennsylvania
$258K -$935 -6 -0.4%
MCM
602
MAI Capital Management
Ohio
$258K +$623 +4 +0.3%
IAS
603
Insigneo Advisory Services
Florida
$257K +$17.4K +112 +8%
BFM
604
Boothbay Fund Management
New York
$257K -$511K -3,283 -67%
EPG
605
Estate Planners Group
Pennsylvania
$256K +$246K +1,581 New
FCM
606
FJ Capital Management
Virginia
$252K -$1.05M -6,736 -81%
BRWA
607
B. Riley Wealth Advisors
Florida
$250K +$9.81K +63 +4%
MPWT
608
MassMutual Private Wealth & Trust
Connecticut
$247K +$1.71K +11 +0.7%
MGWM
609
Marks Group Wealth Management
Minnesota
$246K +$16K +103 +7%
VSQM
610
V-Square Quantitative Management
Illinois
$241K +$233K +1,494 New
FFM
611
Forum Financial Management
Illinois
$240K – – –
OAM
612
Occidental Asset Management
California
$239K +$3.43K +22 +2%
TYCC
613
Texas Yale Capital Corp
Florida
$239K +$230K +1,478 New
CSPIA
614
Cary Street Partners Investment Advisory
Virginia
$237K +$35.7K +229 +19%
WFP
615
Wrenne Financial Planning
Kentucky
$234K -$623 -4 -0.3%
PI
616
PFG Investments
New York
$233K +$17.3K +111 +8%
SFS
617
Sowell Financial Services
Arkansas
$233K -$4.36K -28 -2%
VR
618
Vision Retirement
New Jersey
$230K +$222K +1,426 New
AUB
619
Atlantic Union Bankshares
Virginia
$230K +$84.7K +544 +62%
LS
620
Livforsakringsbolaget Skandia
Sweden
$228K +$1.4K +9 +0.6%
IWA
621
Icon Wealth Advisors
Texas
$226K +$6.54K +42 +3%
MFG
622
Merit Financial Group
Georgia
$226K +$217K +1,396 New
LW
623
Livet Wealth
Utah
$225K +$217K +1,395 New
YWS
624
Yarger Wealth Strategies
Ohio
$221K +$4.99K +32 +2%
SWP
625
Sagespring Wealth Partners
Tennessee
$216K +$209K +1,339 New
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